Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q3 2024
Institutional positions in Intuit Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,970
- +23 vs. Q2 2024
- Shares held
- 232.7M
- +22.5M (+10.7%) vs. Q2 2024
- Total value
- $144.2B
- +$6.10B (+4.4%) vs. Q2 2024
- New holders
- 146
- 814 more added
- Sold out
- 123
- 704 more reduced
20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bourne Lent Asset Management Inc | 805 | $499.9K | 0.19% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 809 | $502.4K | 0.09% | −2−0.2% | Reduced |
| Bahl & Gaynor Inc | 811 | $503.6K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 815 | $506.1K | 0.04% | +129+18.8% | Added |
| Apeiron RIA LLC | 818 | $507.8K | 0.15% | +23+2.9% | Added |
| Hills Bank & Trust Co | 822 | $510.5K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 823 | $511.1K | 0.33% | 00.0% | Unchanged |
| Washington Trust Bank | 835 | $518.5K | 0.05% | −35−4.0% | Reduced |
| Oakworth Capital, Inc. | 835 | $518.5K | 0.04% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 838 | $520.4K | 0.17% | −669−44.4% | Reduced |
| CoreFirst Bank & Trust | 841 | $522.3K | 0.30% | 00.0% | Unchanged |
| Simmons Bank | 842 | $522.9K | 0.04% | +19+2.3% | Added |
| Avantax Planning Partners, Inc. | 843 | $523.2K | 0.02% | −801−48.7% | Reduced |
| Ariadne Wealth Management, LP | 782 | $527.2K | 0.29% | +782 | New |
| Mattern Capital Management, LLC | 849 | $527.2K | 0.07% | +62+7.9% | Added |
| Interchange Capital Partners, LLC | 849 | $527.7K | 0.19% | −26−3.0% | Reduced |
| Concorde Asset Management, LLC | 850 | $528.0K | 0.30% | −26−3.0% | Reduced |
| Csenge Advisory Group | 859 | $529.9K | 0.03% | +16+1.9% | Added |
| Exencial Wealth Advisors, LLC | 854 | $530.3K | 0.02% | −171−16.7% | Reduced |
| KFG Wealth Management, LLC | 855 | $531.1K | 0.12% | +15+1.8% | Added |
| Tradewinds, LLC. | 865 | $537.2K | 0.17% | −3−0.3% | Reduced |
| Pathway Financial Advisors LLC | 869 | $539.6K | 0.14% | 00.0% | Unchanged |
| Plancorp, LLC | 870 | $540.3K | 0.02% | −11−1.2% | Reduced |
| Bull Oak Capital, LLC | 871 | $540.9K | 0.31% | −134−13.3% | Reduced |
| Dark Forest Capital Management LP | 871 | $540.9K | 0.07% | +871 | New |
| Family Firm, Inc. | 872 | $541.3K | 0.12% | +95+12.2% | Added |
| M3 Advisory Group, LLC | 872 | $541.5K | 0.40% | +117+15.5% | Added |
| Precedent Wealth Partners, LLC | 872 | $541.8K | 0.18% | +360+70.3% | Added |
| Intrua Financial, LLC | 876 | $543.9K | 0.09% | +96+12.3% | Added |
| Paladin Wealth, LLC | 877 | $544.6K | 0.48% | +877 | New |
| Everpar Advisors LLC | 884 | $549.0K | 0.28% | +19+2.2% | Added |
| Portfolio Design Labs, LLC | 887 | $550.8K | 0.15% | −4,707−84.1% | Reduced |
| Ulland Investment Advisors, LLC | 887 | $551.0K | 0.40% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 889 | $552.4K | 0.04% | +2+0.2% | Added |
| Fiduciary Financial Group, LLC | 902 | $553.3K | 0.13% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 900 | $558.9K | 0.17% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $561.4K | 0.24% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $562.0K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $562.0K | 0.31% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 908 | $563.9K | 0.36% | −124−12.0% | Reduced |
| Independent Financial Group, LLC | 914 | $567.6K | 0.02% | −13−1.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 914 | $567.6K | 0.11% | −154−14.4% | Reduced |
| Wrapmanager Inc | 922 | $572.6K | 0.15% | +560+154.7% | Added |
| Founders Financial Securities LLC | 925 | $574.4K | 0.05% | +63+7.3% | Added |
| Chapin Davis, Inc. | 926 | $575.0K | 0.19% | −4−0.4% | Reduced |
| Rockline Wealth Management, LLC | 929 | $576.9K | 0.16% | +75+8.8% | Added |
| Grove Bank & Trust | 933 | $579.4K | 0.09% | −511−35.4% | Reduced |
| Bell Investment Advisors, Inc | 933 | $579.4K | 0.11% | −62−6.2% | Reduced |
| Private Trust Co NA | 934 | $579.9K | 0.06% | −25−2.6% | Reduced |
| Brooklyn FI, LLC | 936 | $581.3K | 0.20% | +439+88.3% | Added |
| Meadow Creek Wealth Advisors LLC | 937 | $581.9K | 0.46% | +32+3.5% | Added |
| Argus Investors' Counsel, Inc. | 939 | $582.9K | 0.38% | −66−6.6% | Reduced |
| Catalina Capital Group, LLC | 946 | $587.5K | 0.20% | +120+14.5% | Added |
| Proficio Capital Partners LLC | 947 | $587.8K | 0.06% | −851−47.3% | Reduced |
| Twinbeech Capital LP | 950 | $590.0K | 0.01% | +950 | New |
| Principal Street Partners, LLC | 900 | $591.3K | 0.10% | +446+98.2% | Added |
| Gen-Wealth Partners Inc | 954 | $592.4K | 0.26% | +353+58.7% | Added |
| Horizon Family Wealth, Inc. | 956 | $593.2K | 0.42% | +2+0.2% | Added |
| Traynor Capital Management, Inc. | 957 | $594.0K | 0.05% | −10−1.0% | Reduced |
| Catalyst Private Wealth, LLC | 958 | $594.9K | 0.29% | −31−3.1% | Reduced |
| Austin Private Wealth, LLC | 958 | $594.9K | 0.06% | +13+1.4% | Added |
| Tiemann Investment Advisors, LLC | 961 | $596.8K | 0.26% | −25−2.5% | Reduced |
| MWA Asset Management | 965 | $599.3K | 0.40% | −4−0.4% | Reduced |
| ICW Investment Advisors LLC | 968 | $601.2K | 0.25% | −92−8.7% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $602.0K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 971 | $603.1K | 0.09% | +50+5.4% | Added |
| Mount Yale Investment Advisors, LLC | 973 | $604.2K | 0.06% | +17+1.8% | Added |
| Koshinski Asset Management, Inc. | 974 | $604.9K | 0.05% | +76+8.5% | Added |
| HBW Advisory Services LLC | 980 | $608.3K | 0.09% | −5,416−84.7% | Reduced |
| Gryphon Financial Partners LLC | 985 | $611.4K | 0.08% | −40−3.9% | Reduced |
| Caldwell Trust Co | 987 | $612.9K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 870 | $614.2K | 0.39% | +752+637.3% | Added |
| Perkins Coie Trust Co | 992 | $616.0K | 0.14% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 999 | $620.4K | 0.01% | −248−19.9% | Reduced |
| RBF Capital, LLC | 1,000 | $621.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,000 | $621.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,000 | $621.0K | 0.06% | +629+169.5% | Added |
| Evercore Wealth Management, LLC | 1,001 | $621.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,006 | $624.8K | 0.02% | +549+120.1% | Added |
| Prospera Financial Services Inc | 1,008 | $626.2K | 0.02% | +18+1.8% | Added |
| Sand Hill Global Advisors, LLC | 1,010 | $627.2K | 0.03% | +7+0.7% | Added |
| Catalyst Financial Partners LLC | 1,012 | $628.5K | 0.12% | +64+6.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,012 | $628.5K | 0.04% | +1,012 | New |
| Sigma Planning Corp | 1,013 | $628.8K | 0.02% | +14+1.4% | Added |
| Nations Financial Group Inc, | 1,016 | $631.0K | 0.05% | +183+22.0% | Added |
| Concentric Wealth Management, LLC | 1,020 | $633.4K | 0.15% | −100−8.9% | Reduced |
| Accuvest Global Advisors | 1,000 | $636.8K | 0.55% | +1,000 | New |
| Wallace Advisory Group, LLC | 974 | $640.1K | 0.47% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,036 | $641.3K | 0.07% | −43−4.0% | Reduced |
| Wharton Business Group, LLC | 1,035 | $643.0K | 0.03% | −13−1.2% | Reduced |
| Leonteq Securities AG | 1,039 | $645.2K | 0.08% | +329+46.3% | Added |
| Great Lakes Retirement, Inc. | 1,046 | $649.4K | 0.08% | +5+0.5% | Added |
| ASB Consultores, LLC | 1,053 | $653.9K | 0.26% | +3+0.3% | Added |
| Yarbrough Capital, LLC | 1,055 | $655.2K | 0.03% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 1,055 | $656.4K | 0.23% | +107+11.3% | Added |
| Seven Mile Advisory | 1,063 | $660.1K | 0.44% | +96+9.9% | Added |
| Integrated Investment Consultants, LLC | 1,066 | $662.0K | 0.14% | +143+15.5% | Added |
| First National Trust Co | 1,067 | $662.6K | 0.03% | +68+6.8% | Added |
| Aviso Financial Inc. | 1,068 | $663.2K | 0.03% | +39+3.8% | Added |
| Avitas Wealth Management LLC | 1,069 | $663.8K | 0.09% | −80−7.0% | Reduced |